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  1. Purchase order - Include attachments when converting to Bill

    64 votes

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    30 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.

    We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know

    Bill Zhu supported this idea  · 
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    Bill Zhu commented  · 

    In our daily workflow, we convert a large number of Purchase Orders into Bills. Since the supporting documents (such as supplier quotations, delivery orders, and invoices) are already attached to the PO, having to download and re-upload them to every Bill is very time-consuming and increases the risk of missing attachments.

    It would greatly improve efficiency if attachments could be automatically copied when a PO is converted into a Bill.

    We hope you'll consider prioritising this feature in a future update. Thank you for taking our feedback into account.

  2. Email to Bill - Auto attach copy of source email as a file when creating bill

    8 votes

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    submitted  ·  2 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Bill Zhu supported this idea  · 

  3. Bills - Copy Repeating Bill

    21 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Bill Zhu supported this idea  ·